-69.6%
MRNA vs CASY
+230.5%
-300.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.8% |
| 7D | -8.2% | -17.2% | +9.0% | -6.0% |
| 30D | +125.6% | -24.4% | +149.9% | +132.3% |
| 3M | +197.1% | -31.4% | +228.5% | +212.1% |
| 6M | +148.5% | -8.9% | +157.4% | +138.7% |
| YTD | +363.3% | +13.8% | +349.4% | +314.2% |
| 1Y | +462.0% | +17.0% | +445.0% | +397.1% |
| 3Y | +26.9% | +163.1% | -136.2% | -19.6% |
| 5Y | -69.6% | +239.0% | -308.6% | -84.0% |
| All | -69.6% | +230.5% | -300.1% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling